+5.9%
UNH vs BLDR
+12.1%
-6.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.8% |
| 7D | -1.7% | -2.7% | +1.0% | -1.5% |
| 30D | -3.8% | -14.7% | +10.9% | -2.8% |
| 3M | -4.3% | -20.8% | +16.5% | -3.0% |
| 6M | +38.6% | -35.3% | +74.0% | +42.4% |
| YTD | +20.7% | -40.3% | +61.0% | +24.5% |
| 1Y | +16.0% | -56.3% | +72.3% | +22.5% |
| 3Y | -13.5% | -56.1% | +42.6% | -10.5% |
| All | +5.9% | +12.1% | -6.3% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling